Siyaram Silk Mills Ltd (BOM:503811)

Q2 2026 Siyaram Silk Mills Ltd Earnings Call Transcript

Nov 6, 2025 / 07:00 AM GMT

Release Date Price: ₹794.9 (-3.87%)

Transcript

Key Points

Positve

Siyaram Silk Mills Ltd (BOM:503811) reported an 18.1% year-on-year growth in total income for Q2 FY26, reaching 743 crores.
The company opened 7 new Z Code stores and 2 new Davo stores in Q2 FY26, expanding its retail presence.
The board of directors approved an interim dividend of ₹4 per share, reflecting confidence in the company's financial position.
Siyaram Silk Mills Ltd (BOM:503811) is benefiting from improved consumer confidence and stronger market demand, particularly due to the festive season.
The company has a strong brand portfolio and wide distribution network, contributing to a 19.1% increase in total income for H1 FY26.

Negative

The company faces challenges in maintaining margins, with a projected 150 basis points hit on EBITDA due to the new retail business.
There is uncertainty regarding the sustainability of current growth rates, with long-term growth expected to average 10-12%.
The retail expansion strategy is still in its early stages, with no clear long-term store count targets.
Siyaram Silk Mills Ltd (BOM:503811) is navigating tariff changes and logistic challenges in its export business.
The company is still working on optimizing store economics and operational metrics for its new retail ventures.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SIYR.NS - Siyaram Silk Mills Ltd
Q2 2026 Siyaram Silk Mills Ltd Earnings Call
Nov 06, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to CRam Silk Mills Limited, Q2 FY26 earnings conference call.

As a reminder, all participant lines will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Miss Ayushi Gupta. Please go ahead.

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Unidentified_2 [2]
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